See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,755 | $185,822+5.3% | $169,993+15.2% | $139,434+40.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.71% | 60.50%-49.8pp | 53.37%-42.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,750 | $7,590-50.6% | $6,785-44.7% | $4,751-21.1% |
| Participant deferral / active EE | $5,188 | $11,622-55.4% | $10,408-50.2% | $6,710-22.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |